Wealth Management

Corporate & personal wealth management

Wealth Management is the ongoing process of assessing, arranging and managing your finances to ensure you meet your financial and life objectives.

As a client of OBI Wealth Management you can avail of our considerable knowledge and experience in investment and taxation services. The integration of tax and financial planning services is especially beneficial for effective personal wealth management and efficient business succession.

Ivan has over 23 years experience in the investment, pension planning and life assurance area of Financial Services. He qualified as a Fellow of Life Insurance Association in 1994 and is an active participant in the Continuous Professional Development programme provided by the LIA and is a serving Director on the LIA Board since December 2005.